About Us

You shouldn’t have to check a stock ticker every five minutes or stress when the next real estate crisis will wipe out half of your wealth overnight. There’s more to life than constantly worrying about your money, chasing “home run” investments that strike out more often than not. At Suncor Financial, you’ll find agents who know how to securely optimize your assets and get you on track to Exponential Growth. Here is what you can expect from your MPI™ specialists:

• A financial plan tailored to your needs. What is your ‘why’? Are you looking to secure your dream retirement, plan your ultimate vacation, leave an enduring legacy, or plan for the kids’ college? SunCor Financial is here to customize a plan that exceeds your expectations by introducing you to all that is possible with Exponential Growth.
• Annual update to your plan. Your plan is about YOU. At SunCor, we know your life is constantly evolving, and believe that your plan serves you best when it can evolve with you. We’ll connect with you annually to review your situation and ensure your plan is still tracking in line with your ‘why’.
• At-your-service Support. When you have a question, concern, or thought you’d like to discuss, we are available. By phone, email, or appointment, we’re available to make sure your ‘why’ is always reflected in the plan we’ve created together. There should never be a doubt about how you are going to achieve your dreams.
• Financial Education. The financial world can be complicated and much of the conventional wisdom around Retirement Planning is anything but wise. Our agents will simplify and clarify these concepts so when the next “shiny coin” investment promising “home runs” tries to distract you from Exponential Growth, you’ll be empowered with the knowledge that slow, steady, simple, and secure wins in the end!